Secure Asset Management’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Secure Asset Management’s Portfolio JSMD Stock Details JSMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,897	Closed	-$273K	–	344
2025 Q1	$273K	Sell	3,897 -792	-17%	-$58.8K	0.05%	247
2024 Q4	$352K	Buy	4,689 +9	+0.2%	+$688	0.05%	234
2024 Q3	$340K	Buy	4,680 +1	+0%	+$69	0.06%	228
2024 Q2	$311K	Buy	4,679 +2	+0%	+$134	0.06%	225
2024 Q1	$327K	Buy	4,677 +232	+5%	+$15.4K	0.08%	171
2023 Q4	$292K	Buy	4,445 +4	+0.1%	+$238	0.08%	175
2023 Q3	$260K	Buy	4,441 +570	+15%	+$35.1K	0.08%	184
2023 Q2	$241K	Buy	+3,871	New	+$223K	0.07%	167

Other funds holding JSMD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $713M AUM 17.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Secure Asset Management's JSMD Position: Q2 2025 in Review

Secure Asset Management sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q2 2025, closing a stake of 3,897 shares — an estimated $273K sold.

Secure Asset Management first reported a position in JSMD in Q2 2023 and held it in 8 quarters. The position peaked at $352K in Q4 2024. 97 funds tracked by Wall St. Rank hold JSMD as of Q2 2025.

Secure Asset Management reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q2 2025 after selling out during the quarter.
Secure Asset Management sold 3,897 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2025, an estimated $273K.
Secure Asset Management first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q2 2023 and held it in 8 quarters.
Secure Asset Management's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $352K in Q4 2024.
97 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2025.

Based on Secure Asset Management's 13F filing for Q2 2025, filed 10 Jul 2025.